Patrick McNamara, CFP®

Senior Vice President, Financial Advisor

Patrick joined Claro Advisors as a Senior Vice President with more than 24 years industry experience. As a Certified Financial Planner™, Patrick uses a holistic approach in working with his clients to help them build confidence and a comfort level that allows them to make informed financial decisions.

Over the past 19 years, Patrick built a wealth advisory business at Morgan Stanley, where he advised business owners, affluent families and retirees. He has significant experience in the areas of financial planning, retirement income planning, tax efficient portfolio construction and managing client portfolios through multiple market cycles. He also has worked with many business owners to help maximize their tax and retirement savings through 401k, Profit Sharing and Cash Balance Plans.

Prior to Morgan Stanley, Patrick was employed in the Private Client Group at Goldman Sachs and Fidelity Investments Brokerage Division. Patrick received his B.S. in Business Administration from the SUNY College at Oswego and his M.B.A. from the Boston College Carroll School of Management.

Patrick and his wife, Kerry, have three children and live in Scituate, MA. He stays active coaching and following his children’s youth sports. In his free time, he enjoys golf, skiing, and Boston sports.

Take me to Pat McNamara's Website

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

This email address is being protected from spambots. You need JavaScript enabled to view it.

Client Logins

Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

© 2023 by Claro Advisors, LLC. All Rights Reserved. Powered by AdvisorFlex.